Ramiah Investment Group

Q4 2025 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$102,131
Net value change ($000)
+981 (1.0%)
New positions
3
Sold out positions
1
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ESGU 1,842 NEW
VTI 779 7.9%
VB 640 8.9%
VOOV 578 13.0%
BNDX 555 NEW
VEU 473 11.8%
BKT 457 NEW
BSCR 252 76.4%
VGIT 247 25.1%
SPY 225 1.0%
Top Reduces (Value $000, Stocks/ETFs)
BIL -2,437 -64.6%
USXF -1,444 -100.0%
EEM -399 -11.3%
IVW -351 -9.9%
IJS -307 -8.7%
IJJ -291 -8.4%
EFA -271 -7.2%
BND -260 -6.8%
EWC -57 -7.8%
BCI -49 -3.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type